Bundledocs New Feature Release - March 2019

Each month we’re delighted to bring you the latest feature releases, news and updates from the world of Bundledocs. Following our custom index release last month (thanks for all the great feedback!), we’re thrilled to bring you even more exciting development news.

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BUNDLEDOCS LAUNCH DOCUMENT MANIPULATION

Our Development team have been working in overdrive to bring you exciting feature release that will make document preparation even easier for you. Last month we were thrilled to launch our new custom index feature. So it’s now possible to add custom index pages to your bundle - formatted to look just as you want!

But what could possibly beat that? Two words. Document Manipulation!

We’re thrilled to finally launch a range of document manipulation tools so you can seamlessly work with your documents directly from Bundledocs. Now it is possible to easily re-order pages, rotate pages, split, extract or even delete pages from an upload document whilst previewing. Awesome right?

To help give you a better idea of how document manipulation works, we’ve created an Introduction to Document Manipulation video so you can see for yourself. Check it out.

Remember, if you’ve any questions about any new feature releases, get in touch with our team. We always love hearing from you so don’t be a stranger!

 

SEE YOU AT LEXPO

Earlier this month we were delighted to sponsor the 2019 British Legal Technology Forum in Billingsgate, London. It was great to catchup with our customers, partners and showcase Bundledocs to so many on the day. If you missed our event recap, then check it out here: British Legal Technology Forum 2019 - Event Recap.

What next for Bundledocs? The next stop for the Bundledocs will be LEXPO’19 as sponsors for their annual legal innovation event. This expo will take place on April 8th and 9th in the Park Plaza, Amsterdam. This is the first year we will showcase at the event and we can’t wait!

How to Create a Closing Binder in PDF?

Looking for a way to easily create a closing binder in PDF format? We’ve outlined how this can be done in only 5 steps. So whether you need to create an electronic closing binder for legal transactions, residential real estate closing, mergers and acquisitions etc. - this is what you need to know.

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How can I create a closing binder in PDF?

If you need to create closing binders then you’ve come to the right place. Bundledocs is the ultimate electronic closing binder software and has everything you need in one place to create your binder quickly and easily. Here’s how it works…

  1. Make your Closing Binder in Bundledocs. The first step to create your closing binder is to create the structure of your binder by creating sections and sub-sections. Create with a click and name as you wish.

  2. Add Documents to your Binder. Once you’ve created the structure of your binder, you can then add documents. With Bundledocs you can access documents no matter where they’re stored. So whether they’re on your pc or need to be accessed via our seamless integration partner connectors - it’s all possible with Bundledocs.

  3. Customise your Binder. When you are ready to complete your closing binder, there are a number of ways you can customise it. For example, you can add a custom cover page; customise how you index page/ table of contents page appears; add page numbering etc.

  4. Generate. When you are ready to complete your binder, simply click the ‘Generate‘ button. This will automatically merge all your uploaded files (regardless of file type) into a single PDF document. In an instant you will have a perfect pdf binder that is sectioned, indexed, bookmarked, hyperlinked and formatted for you.

  5. Print or Securely Share. Now that your binder is complete it is ready to print or electronically share with others. Bundledocs offers an in-built secure share feature to make sending your completed electronic closing PDF binder easy. Perfect if binders are too big to send via email!

Ready to give it a go? We offer a free 30-day free trial so try for free and see for yourself!

British Legal Technology Forum 2019 - Event Recap

This week our team sponsored the 2019 British Legal Technology Forum in Billingsgate London. It was an exceptionally busy day, here’s what we got up to…

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Each year the British Legal Technology Forum gets bigger and better and is a must for anyone interested in legal technology. Big thanks to NetLaw Media for another great event and Darren Armstrong in particular, who has just announced that this was his last event with the company.

During the event a number of our partners including iManage, NetDocuments, Tikit TFB, Timeslice and Clio were also sponsoring and we were thrilled to showcase our awesome integrations. We had a lot of questions about how Bundledocs integrates with iManage (whether it is Filesite, Desksite or iManage Cloud) so if you didn’t get a chance to check it out, here’s some more info: ‘iManage Integration Partner Bundledocs - Easily Create Bundles‘.

Our team were positioned at Stand #A05 and were delighted to catch-up with so many of our happy customers, as well as meet some new faces. Our team gave a record number of on-the-spot demonstrations and it is great to see so many legal professionals interested in maximizing efficiencies and processes within their practices.

If you didn’t get a chance to stop by, then get in touch now and we can set up a no-obligation demonstration and free trial so you can give Bundledocs a try and see if it suits your requirements. Book your free demo now.

What’s next for Bundledocs?

Following a successful showcase at the British Legal Technology Forum, we’re delighted to be heading to Amsterdam next month for LEXPO 2019. This will be our first year sponsoring the event and we can’t wait! Find out where you can find Bundledocs on the day.

Make sure to keep up-to-date with the latest from Bundledocs. To find out what's new at Bundledocs or where we're heading next, follow us on LinkedIn, Twitter, Facebook, Google+ and YouTube

Creating Electronic Closing Binders using NetDocuments DMS

Bundledocs electronic closing binder software makes creating closing binders simple. Our incredibly intuitive and powerful integration with NetDocuments DMS ensures that you can access your documents instantly and create your electronic closing binder regardless of where you are. Ready to see how Bundledocs makes creating electronic closing binders simple - then keep on reading…

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BUNDLEDOCS IS A NETDOCUMENTS PARTNER

Bundledocs electronic closing binder software is the one tool you need for the creation and delivery of closing binders. It handles everything from document collation, document manipulation, sharing and collaboration, OCR, redaction and annotation. It’s incredibly easy to use so you can ensure your binders are prepared in an instant!

Did we mention we’re fully integrated with NetDocuments DMS? Our partnership with NetDocuments helps deliver a true cloud integrated solution. Global law firms can securely access their NetDocs files and collaboratively build electronic closing binders, bundles, booklets and briefs from anywhere - on any device.

HOW TO CREATE AN ELECTRONIC CLOSING BINDER FROM NETDOCUMENTS

Here are the steps you need to create electronic closing binders using NetDocuments:

  1. CREATE YOUR CLOSING BINDER.

    Begin by creating your closing binder - give it a name and title. Once this is done you are ready to create folders, sub-folders or volumes for your binder. There is no limit to the number of folders so create as many as you need.

  2. ADD DOCUMENTS FROM NETDOCUMENTS DMS.

    Once you have created the structure for your binder, you are ready to begin uploading your transactions and binder documents. If you us NetDocuments as your DMS then our integration will make this process so much easier. Here is a quick video that shows how this is done: Upload Documents from NetDocuments into Bundledocs.

    Don’t worry if you don’t use NetDocuments to store your documents. You can easily access documents regardless of where they are stored. For example, upload from your local pc or c-drive, dropbox, or check out our integration partners to see what other systems Bundledocs links with.

  3. CUSTOMIZE YOUR CLOSING BINDER.

    Once you have uploaded your documents from NetDocuments into Bundledocs, you’re ready to begin ordering and formatting your binder. Bundledocs offers a range of features to make sure your binder is created just how you want it. For example:

    1. Order your Documents: Now that you’ve added your NetDocs documents, you can easily amend the ordering so they appear just as you like. Watch this quick video to see how to easily move Bundledocs documents.

    2. Add a Custom Cover Page: Bundledocs automatically generates a simple cover page, however you also have the option to upload a custom cover page for your binder.

    3. Add a Custom Index Page: If you didn’t know already, once you click the ‘Generate‘ button, Bundledocs will automatically merge all your files into a single PDF document and automatically create your index page for you. There are a range of options available so you can customise how your index page appears . Alternatively, you also have the option to upload your own custom index page. Interested to learn more? Get in touch with our support team for more information.

    4. Amend Page Numbers: Bundledocs will automatically number each page of your binder. This is fully customisable and you can even completely remove page numbers if you prefer - and all with the click of a button.

    5. Choose an Export Format: By default, Bundledocs will automatically export your finished closing binder in PDF format. However, as you have complete control you can even export in a zip file if you prefer. That way you can include all the converted PDF files or the documents in their original format.

  4. SHARE YOUR BINDER ELECTRONICALLY WITH OTHERS. Now that you’ve formatted your closing binder to appear just as you like, all that’s left to do is click the generate button. This button is magic and with a single click your binder is ready. Within Bundledocs you can download to your desktop to print or even securely share with anyone that needs a copy.

TRY CREATING AN ELECTRONIC CLOSING BINDER WITH BUNDLEDOCS

Bundledocs electronic closing binder software makes the process of creating professional closing binders simple. Don’t just take our word for it. We offer a free online demonstration and a no-obligation free trial so you can try for free and see if it suits your requirements.

Remember, Bundledocs is a 100% cloud based software so you can link to NetDocuments directly from Bundledocs. Have a hosted version? Get in touch with Bundledocs Support and we can help get it setup for you.

Bundledocs New Feature Release - February 2019

Our development team have been hard at work developing a game-changing feature, we know you’re going to love! Today we will give you an exclusive sneak peak into how it all works. Intrigued? Then keep on reading…

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Introducing Bundledocs Custom Index

We are thrilled to bring you our latest feature release - custom index pages. This will be a game-changer for anyone who wants to create bundles, binders or booklet with their own house styles and branding.

How will it help? It allows you to create a custom index for your bundle and format it exactly how you like. Of course, our simple to use index features still exist but this latest enhancements gives you the option to do so much more - if you need to.

With the new custom index page(s) you can use your own house style, custom formatting, include your title page contents and table of contents on the same page etc. It’s all possible with Bundledocs!

Interested to see how it works? We will cover all in our upcoming webinar (keep your eyes pealed for an announcement) or if you can’t wait until then get in touch with our team. We will be thrilled to show you how it works or give you a Custom Index User Guide so you can try for yourself.

New Video Alert!

We know that reading through manuals isn’t for everyone. We are here to make your life easier so we want to show you how Bundledocs works in a way that’s quick and easy.

Over on our YouTube channel we have a wide range of videos already created. They cover everything from how to upload documents from your DMS, to working with third parties, to templates.

This year we have already released some great little videos - and they’re all only about 2 minutes long. In case you haven’t had a chance to check them out yet, here’s a recap:

  • Moving Documents Made Easy. Did you know you don’t have to just drag & drop to move documents in Bundledocs. Over the years we’ve launched a number of different ways. Especially great for anyone that works with large bundles or binders. Watch it now.

  • Combine and Merge Files. If you’ve upload a few documents and want to merge them into one single document before generating then this ones for you. You will be surprised at how easy it is. Watch it now.

  • How to Create a Trial Bundle. If you missed our latest post ‘Trial Bundle Preparation Made Easy‘ then you may not have seen our latest video that takes you through the steps to create the perfect trial bundle in minutes. Watch it now.

If you don’t already follow us on YouTube, Twitter or LinkedIn then make sure you do. That way you won’t miss a thing!

Another Note for your Diary

This year is already shaping up to be a busy one for all of us at Bundledocs HQ. If you missed our announcement, we will be sponsoring the upcoming British Legal Technology Forum 2019 in March. Following on from this, we are delighted to reveal that our travels do not end there. We will be heading to Amsterdam to showcase at LEXPO’19 on April 8th and 9th.

Will you be heading to LEXPO this year? Check out our announcement post to see where you can find the Bundledocs team on the day.